Chris, Chartered MCSI and MD at Ayres Punchard Investment Management Ltd, has found he can create more impactful portfolios that also reach clients’ financial goals. How did he get the best of both worlds? Click on the image below to see a PDF copy: – To come and network with other IFAs, like Chris, at […]
Elizabeth Corley, CBE Vice-Chair, Allianz Global Investors and keynote speaker at the 2017 Social Investment Academy Elizabeth Corley is non-executive Vice-Chair of Allianz Global Investors. In 2016, she was elected to the Board of Governors of the CFA Institute and in 2014, she was asked by HM Treasury, the Bank of England and the FCA […]
Nanette’s ambition is to develop a bespoke impact investment process for her clients. However, she recognised a need to invest in resources to develop her competency as well as relevant tools to equip her process. Why spend the time and money? Click on the image below to download a PDF copy: – To come and network with […]
The judging panel for the inaugural SIA: Impact Awards 2018 is independent of Worthstone and drawn from impact and financial services sector experts. This panel will be responsible for selecting Impact Champions in each of the below categories to be profiled at the forthcoming Social Investment Academy on 8th November 2018. See below for who the first […]
We got in touch with Stephen Jones from Clear Solutions Tax and Wealth Management to learn about how he equipped himself to advise his clients on social impact investment. What made him take the first step? Click on the image below to download a PDF copy: – Other case studies that may be of interest: […]
The UN’s Sustainable Development Goals (SDGs) outline the most pressing economic, social and environmental issues that face our society The financial services sector increasingly view the SDGs as a potential framework for measuring, managing and reporting on social impact The Goals create a common language with which to shape and articulate an investment strategy centred […]